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Take Control of College Costs
(General/Articles)
... section of the FAFSA application and the owners maintain total control of the funds and the chosen beneficiary. Extended family members can also make direct payments of tuition and fees to colleges on ...
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Will You Still Get Goose Bumps When CDs Are Gone?
(General/Articles)
... do that. There are three steps to reproducing music; the more accurate each step is the more goose bumps you will feel. First, music needs to be recorded well. We do not have control over that ...
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Important Disclaimer
(General/main)
... of your receipt of Alerts and their timeliness will also depend on factors outside of our control, including Internet, E-mail, and pager service availability and transmission capabilities. Alerts are not ...
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How should I judge your performance?
(General/FAQ)
... of the next steps in your life, how much trust you put in us, and finally, the performance of your portfolio in relation to your goals. Our service should be judged on those elements which we can control; ...
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Keeping The Family Cabin In The Family
(General/Articles)
... and begin moving the asset out of their estate without giving up control. It also helps to bring the second generation into the picture sooner while mom and dad can still influence their thinking. Communication ...
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2009 Market Takeaways
(General/Articles)
... reconnects you with your children and grandchildren and that probably makes you happier. While the market continues to test our nerves I believe it is time to take back control of our moods, emotions ...
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Rescue Yourself
(General/Articles)
... that in mind, I encourage everyone to do something positive today for someone else and stop worrying about what the next day, week or month hold in the market. Take control by giving back instead of checking ...
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And Now, In With The New (Tax Laws)
(General/Articles)
... promises to help you take back some control in a weak economy. ...
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Patterns, Patterns Everywhere
(General/Articles)
... to avoid the market today. Hindsight bias leads us into a sense of security because in a moment of time when we cannot control the daily movement of the market, we can at least control our thoughts. ...
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Control What You Can in This Market
(General/Articles)
... of pitfalls that can hurt you even more than the market already has. But doing it now will also give you some control back in your life. ...
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The Feel of This Market
(General/Articles)
... these cool October nights. After all, it is your advisor’s job to do the worrying for you. In the end I am a firm believer that we feel what we want to feel. Sometimes this means we need to control ...
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You Get What You Don't Pay For
(General/Articles)
... even more apropos. When returns on investment are weak, you can only control your returns in one way – make sure you pay less since you get to keep what you do not pay for. Obvious, but based on what ...
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Social Security in a Bubble
(General/Articles)
... a do-over. The do-over is one small bit of control that the Social Security Administration allows us. Even after you have started taking benefits, you can pay them back – without interest or penalty ...
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The Biggest Estate Planning Mistake
(General/Articles)
... tax control and passes on as much money in the most advantageous way possible. But it is up to you to explain to your children/grandchildren why you are doing that and what you want them to focus on. ...
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Your Brain or Your Heart
(General/Articles)
... feel like there is control in this short-term uncertainty. But when I pose this same question to some of our top money managers, the answer is more optimistic – whenever there is fear the best money managers ...
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Tax Control In Retirement
(General/Articles)
... to waiting until 70 ½ when the IRS mandates how much you pull out each year based on your life expectancy. At that point, it is often too late to control which tax bracket you fall into. But the real ...
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The 2008 Red Zone
(General/Articles)
... a 401(k), but not a lot of money outside of that. There is very little tax control with an IRA and/or 401(k) since all distributions are taxable which could push you into a higher tax bracket. If you ...
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Emotional Competency in Volatile Markets
(General/Articles)
... react to the daily movement in the markets emotionally - read “fear” - and never allow themselves to get to a position of strength, where they control their emotions (biases) and thus, have better outcomes. ...